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Today, our society benefits and suffers from an information surplus. Some information is valuable and helpful; some information is harmful. A young farming couple came to see me (I think of age 55 as young!) for guidance on how to improve their financial situation. They had taken my retirement planning class at the local community...

Cocktail party talk is one of my favorite story topics because it reminds me how important it is for most nonfinancial types to have a wealth adviser on their team. At a get-together this past week, a new friend found out I work in the financial world. She and her husband asked me the usual...

I met with my longtime retired client at his home last week. He’s a great guy, and he has had a solid life-income plan in place for many years. He doesn’t worry about money or his cash flow. We reviewed his results and looked at our best estimate of his potential success in meeting his...

One of my natural abilities is thinking about the future, planning and developing a vision for my cherished clients, my professional practice, and my family. Yes, I’ve done the Gallup Organization Strength Finder tests multiple times, and you should, too. Being “futuristic” is easy for me, but I realize it’s not easy for everyone. Thinking...

In the classic book Think and Grow Rich, author Napoleon Hill states, “Written goals are like a magnet that draws you to them.” I’ve found this to be absolutely true, having worked with hundreds, perhaps thousands, of individuals in the development of their life and financial plans. How you record your goals is unimportant, except...